DaveF1006
Employee Tax Expert

Retirement tax questions

You don't actually generate the form on your own. There are RMD questions following your 1099R entry.  How you answer these questions will determine the need to report a 5329. One question that comes to mind is a question that asks you if you took an RMD distribution and if you say no, this will automatically generate an RMD. 

 

It's a form where you don't find it, it will find you under a diverse set of circumstances.

 

@dominicsciole1936dom 

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